ACTIVISION BLIZZARD INC COM 00507V109 315276 10206413 SH SOLE 10206413 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 91774 1615164 SH SOLE 1615164 0 0 APPLE INC COM 037833100 161085 1460423 SH SOLE 1460423 0 0 BLACKSTONE MTG TR INC COM CL A 09257W100 49824 1815726 SH SOLE 1815726 0 0 CF INDS HLDGS INC COM 125269100 91464 2037065 SH SOLE 2037065 0 0 CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 361342 2054830 SH SOLE 2054830 0 0 COMCAST CORP NEW CL A 20030N101 515782 9067901 SH SOLE 9067901 0 0 DAVITA HEALTHCARE PARTNERS I COM 23918K108 321258 4441563 SH SOLE 4441563 0 0 EQUINIX INC COM PAR $0.001 29444U700 34687 126873 SH SOLE 126873 0 0 FACEBOOK INC CL A 30303M102 381678 4245588 SH SOLE 4245588 0 0 FISERV INC COM 337738108 47202 544995 SH SOLE 544995 0 0 GILEAD SCIENCES INC COM 375558103 548960 5590796 SH SOLE 5590796 0 0 GRACE W R & CO DEL NEW COM 38388F108 178037 1913343 SH SOLE 1913343 0 0 HDFC BANK LTD ADR REPS 3 SHS 40415F101 58654 960127 SH SOLE 960127 0 0 HOME DEPOT INC COM 437076102 278648 2412745 SH SOLE 2412745 0 0 JD COM INC SPON ADR CL A 47215P106 141443 5427600 SH SOLE 5427600 0 0 JPMORGAN CHASE & CO COM 46625H100 294779 4834825 SH SOLE 4834825 0 0 MARTIN MARIETTA MATLS INC COM 573284106 400498 2635720 SH SOLE 2635720 0 0 MASTERCARD INC CL A 57636Q104 381712 4235599 SH SOLE 4235599 0 0 MCGRAW HILL FINL INC COM 580645109 450440 5207402 SH SOLE 5207402 0 0 MICROSOFT CORP COM 594918104 247356 5588698 SH SOLE 5588698 0 0 NORWEGIAN CRUISE LINE HLDGS SHS G66721104 118569 2069262 SH SOLE 2069262 0 0 PRICELINE GRP INC COM NEW 741503403 484706 391884 SH SOLE 391884 0 0 SCHLUMBERGER LTD COM 806857108 23155 335719 SH SOLE 335719 0 0 SCHWAB CHARLES CORP NEW COM 808513105 220002 7703163 SH SOLE 7703163 0 0 SKECHERS U S A INC CL A 830566105 118791 885969 SH SOLE 885969 0 0 SOUTHWEST AIRLS CO COM 844741108 639869 16820941 SH SOLE 16820941 0 0 TIME WARNER CABLE INC COM 88732J207 855899 4771695 SH SOLE 4771695 0 0 TOWERS WATSON & CO CL A 891894107 349921 2981092 SH SOLE 2981092 0 0 VISA INC COM CL A 92826C839 316774 4547434 SH SOLE 4547434 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 370655 4460346 SH SOLE 4460346 0 0